RWM
Ruedi Wealth Management Portfolio holdings
AUM $320M
AUM
$320M
AUM Growth
+$2.77M (+0.9%)
Cap. Flow
+$5.05M
Cap. Flow % of AUM
1.58%
Top 10 Holdings %Top 10 Hldgs %
77.19%
Holding
339
New
6
Increased
51
Reduced
28
Closed
7
Top Buys
| 1 | $1.82M | |
| 2 | $1.59M | |
| 3 | $1M | |
| 4 | $812K | |
| 5 | $523K |
Top Sells
| 1 | $787K | |
| 2 | $428K | |
| 3 | $313K | |
| 4 | $296K | |
| 5 | $276K |
Sector Composition
| 1 | Technology | 1.81% |
| 2 | Consumer Discretionary | 0.37% |
| 3 | Financials | 0.35% |
| 4 | Communication Services | 0.28% |
| 5 | Industrials | 0.28% |
| # | Name | Market Value | Portfolio Weight | Shares or Principal | Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|---|
| $166K | 0.05% | 1,107 +6 | +0.5% | +$900 | |||
| $153K | 0.05% | 288 | – | – | |||
| $152K | 0.05% | 2,445 | New | +$152K | |||
| $149K | 0.05% | 19,157 | – | – | |||
| $147K | 0.05% | 1,207 | – | – | |||
| $145K | 0.05% | 3,474 | – | – | |||
| $128K | 0.04% | 1,457 +2 | +0.1% | +$176 | |||
| $127K | 0.04% | 384 | – | – | |||
| $122K | 0.04% | 3,634 +48 | +1% | +$1.62K | |||
| $122K | 0.04% | 1,329 | – | – | |||
| $121K | 0.04% | 1,040 +6 | +0.6% | +$696 | |||
| $118K | 0.04% | 1,809 -1,661 | -48% | -$108K | |||
| $117K | 0.04% | 2,413 -534 | -18% | -$25.8K | |||
| $114K | 0.04% | 718 | – | – | |||
| $105K | 0.03% | 523 | – | – | |||
| $102K | 0.03% | 1,000 | – | – | |||
| $101K | 0.03% | 490 | – | – | |||
| $99.8K | 0.03% | 588 | – | – | |||
| $96.5K | 0.03% | 890 | – | – | |||
| $94.5K | 0.03% | 564 | – | – | |||
| $93.5K | 0.03% | 446 +1 | +0.2% | +$210 | |||
| $89.2K | 0.03% | 469 -31 | -6% | -$5.9K | |||
| $86.4K | 0.03% | 277 +1 | +0.4% | +$312 | |||
| $82K | 0.03% | 1,708 +1 | +0.1% | +$48 | |||
| $76.8K | 0.02% | 459 | – | – |
